+1,052.7%
UNH vs KRE
+148.5%
+904.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.8% | -1.5% |
| 7D | -1.7% | -1.1% | -0.6% | -1.3% |
| 30D | -3.8% | -3.4% | -0.4% | -2.7% |
| 3M | -4.3% | +3.7% | -8.0% | -5.6% |
| 6M | +38.6% | +14.8% | +23.9% | +31.6% |
| YTD | +20.7% | +14.7% | +6.0% | +14.3% |
| 1Y | +16.0% | +16.0% | 0.0% | +9.2% |
| 3Y | -13.5% | +84.3% | -97.7% | -33.8% |
| 5Y | +3.5% | +30.9% | -27.4% | -13.1% |
| 10Y | +245.3% | +122.0% | +123.4% | +114.2% |
| All | +1,052.7% | +148.5% | +904.2% | +485.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded KRE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling